Second Half Financial Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Second Half Financial Partners, LLC reported 96 stock positions worth $227.0 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 19.0% of the portfolio, followed by Neos Nasdaq-100 High Inc. ETF (QQQI, 11.9%) and Neos S&P 500 High Income ETF (SPYI, 9.3%). Compared with Q2 2025, it opened 10 new positions, sold out of 4, added to 32 and reduced 41. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +13%) and the biggest sale Neos Nasdaq-100 High Inc. ETF (QQQI, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SEBRING, FL
- CIK
- 0001946654
- Portfolio Value
- $227.0M (Q3 2025)
- SEC Filing
- 0001946654-25-000009 ↗ filed Nov 12, 2025
Holdings Value
Holdings 96 stocks · $227.0M
| BIL SS SPDR BB 1-3M T-Bill ETF | 18.97% | 469,315 | $43.1M | Add +13.0% |
| QQQI Neos Nasdaq-100 High Inc. ETF | 11.93% | 499,503 | $27.1M | Reduce -0.7% |
| SPYI Neos S&P 500 High Income ETF | 9.33% | 404,802 | $21.2M | Reduce -1.2% |
| DIVO Amplify CWP Enhan Divid ETF | 8.10% | 412,647 | $18.4M | Reduce -0.9% |
| OMAH Vistashares TRG 15 Berkshire | 7.35% | 865,716 | $16.7M | Add +0.2% |
| RDVI FT Vest Rising Dividend Achi | 7.15% | 628,118 | $16.2M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.27% | 17,954 | $12.0M | Reduce -3.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.81% | 6,853 | $4.1M | Add +2.0% |
| IWM iShares Russell 2000 ETF | 1.49% | 14,000 | $3.4M | Reduce -0.2% |
| ACIO Aptus Collared Invest Opp | 1.44% | 75,199 | $3.3M | Reduce -4.5% |
| DRSK Aptus Defined Risk ETF | 1.36% | 107,102 | $3.1M | Reduce -2.9% |
| IYW iShares Ustechnology ETF | 1.28% | 14,855 | $2.9M | Reduce -6.1% |
| AAPL Apple Inc. | 1.25% | 11,122 | $2.8M | Reduce -0.4% |
| SCHD Schwab US DVD Equity ETF | 0.98% | 81,271 | $2.2M | Add +2.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.96% | 4,689 | $2.2M | Reduce -0.3% |
| NVDA Nvidia Corp. | 0.85% | 10,325 | $1.9M | Add +1.3% |
| DUBS Aptus LRG Cap Enh YLD ETF | 0.78% | 48,645 | $1.8M | Reduce -4.6% |
| RSP Invesco S&P 500 Equal Weight | 0.76% | 9,143 | $1.7M | Add +15.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.70% | 18,243 | $1.6M | Add +11.4% |
| IDUB Aptus Intl Enhan YLD ETF | 0.70% | 67,011 | $1.6M | Reduce -4.1% |
| JUCY Aptus Enhanced Yield ETF | 0.68% | 68,918 | $1.5M | Reduce -5.2% |
| MSFT Microsoft Corp. | 0.66% | 2,887 | $1.5M | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 0.62% | 4,429 | $1.4M | Add +3.9% |
| NFLX Netflix Inc. | 0.55% | 1,038 | $1.2M | Add +7.9% |
| AMZN Amazon.com Inc. | 0.54% | 5,626 | $1.2M | Reduce -1.2% |
| STXF Strive 500 ETF | 0.53% | 27,797 | $1.2M | Reduce -4.2% |
| WMT Walmart Inc. | 0.52% | 11,426 | $1.2M | Add +2.6% |
| ADME Aptus Drwdwn MGD Eqty ETF | 0.51% | 22,479 | $1.1M | Reduce -4.4% |
| DFAI Dimensional International Co. | 0.49% | 30,688 | $1.1M | Reduce -4.1% |
| DEFR Aptus Deferred Income ETF | 0.48% | 41,652 | $1.1M | Reduce -5.1% |
| GD General Dynamics Corp. | 0.44% | 2,936 | $1.0M | No change |
| LHX L3HARRIS Technologies Inc. | 0.40% | 3,004 | $917K | Reduce -0.2% |
| PDP Invesco Dorsey Wright Moment | 0.39% | 7,487 | $884K | Add +0.7% |
| RCL Royal Caribbean Cruises Ltd. | 0.38% | 2,655 | $859K | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.35% | 7,032 | $793K | Add +0.6% |
| XLF SS Financial Select Sector | 0.33% | 14,107 | $760K | Reduce -0.4% |
| V Visa Inc. Class A | 0.32% | 2,141 | $731K | Add +8.6% |
| PWR Quanta Services Inc. | 0.32% | 1,728 | $716K | Add +5.8% |
| OSCV Opus Small Cap Value ETF | 0.31% | 18,171 | $695K | Reduce -3.9% |
| TSLA Tesla Inc. | 0.30% | 1,548 | $688K | Add +11.4% |
| TLT iShares 20+ Year Treasury BD | 0.29% | 7,268 | $650K | Add +42.9% |
| AVGO Broadcom Inc. | 0.25% | 1,716 | $566K | Add +13.3% |
| NOW ServiceNow Inc. | 0.24% | 604 | $556K | New |
| ABBV Abbvie Inc. | 0.24% | 2,383 | $552K | Reduce -0.4% |
| XLI SS Industrial Select Sector | 0.24% | 3,504 | $540K | Reduce -0.5% |
| XLC SS Comm Select Sector SPDR | 0.23% | 4,412 | $522K | Reduce -0.6% |
| PGR Progressive Corp. | 0.23% | 2,101 | $519K | Add +11.5% |
| CPRT Copart Inc. | 0.23% | 11,402 | $513K | Add +18.0% |
| AMT American Tower Corp. | 0.22% | 2,622 | $504K | Add +8.1% |
| BR Broadridge Financial Solutio | 0.22% | 2,104 | $501K | Add +5.1% |
| NEE Nextera Energy Inc. | 0.22% | 6,631 | $501K | Add +0.4% |
| FANG Diamondback Energy Inc. | 0.21% | 3,380 | $484K | Add +10.7% |
| CHE Chemed Corp. | 0.21% | 1,051 | $471K | Add +23.4% |
| GOOGL Alphabet Inc. Class A | 0.21% | 1,934 | $470K | Add +25.2% |
| ROP Roper Technologies Inc. | 0.20% | 908 | $453K | Add +9.9% |
| MSI Motorola Solutions Inc. | 0.19% | 939 | $429K | Add +9.9% |
| SPHD Invesco S&P 500 High Dividen | 0.18% | 8,115 | $401K | No change |
| HD Home Depot Inc. | 0.17% | 979 | $397K | Reduce -5.0% |
| CAT Caterpillar Inc. | 0.16% | 771 | $368K | Reduce -5.2% |
| SO The Southern Co. | 0.16% | 3,749 | $355K | Reduce -0.3% |
| SDVY First Trust Smid Cap Rising | 0.15% | 8,759 | $333K | Reduce -1.3% |
| QLD Proshares Ultra QQQ | 0.15% | 2,400 | $329K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 614 | $309K | Add +0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 2,130 | $308K | Reduce -8.0% |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 1,679 | $306K | No change |
| LIN Linde PLC | 0.13% | 633 | $301K | No change |
| T AT&T Inc. | 0.13% | 10,573 | $299K | Reduce -0.8% |
| UBER Uber Technologies Inc. | 0.13% | 3,034 | $297K | Add +0.1% |
| CEG Constellation Energy | 0.13% | 903 | $297K | No change |
| KO The Coca-Cola Co. | 0.13% | 4,441 | $295K | Reduce -1.7% |
| IEF iShares 7-10 Year Treasury B | 0.13% | 3,039 | $293K | No change |
| META Meta Platforms Inc. Class A | 0.13% | 397 | $292K | Reduce -12.9% |
| STRL Sterling Infrastructure Inc. | 0.13% | 856 | $291K | New |
| POWL Powell Industries Inc. | 0.13% | 949 | $289K | Reduce -1.0% |
| APP AppLovin Corp. Class A | 0.12% | 388 | $279K | New |
| D Dominion Energy Inc. | 0.12% | 4,480 | $274K | Reduce -0.0% |
| NUV Nuveen Municipal Value | 0.12% | 29,464 | $265K | No change |
| LLY Eli Lilly & Co. | 0.12% | 344 | $262K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 2,278 | $261K | No change |
| ETR Entergy Corp. | 0.11% | 2,734 | $255K | No change |
| DHI D.R. Horton Inc. | 0.11% | 1,494 | $253K | New |
| AXON Axon Enterprise Inc. | 0.11% | 346 | $248K | No change |
| CLS Celestica Inc. | 0.11% | 1,000 | $246K | New |
| LOW Lowe's Cos Inc. | 0.11% | 980 | $246K | Reduce -0.6% |
| SLV iShares Silver Trust | 0.10% | 5,603 | $237K | New |
| DUK Duke Energy Corp. | 0.10% | 1,914 | $237K | Reduce -0.9% |
| DAL Delta Air Lines Inc. | 0.10% | 4,104 | $233K | Add +0.0% |
| VZ Verizon Communications Inc. | 0.10% | 5,179 | $228K | Add +10.7% |
| PH Parker Hannifin Corp. | 0.10% | 289 | $219K | No change |
| MCD McDonald's Corp. | 0.10% | 711 | $216K | Add +1.0% |
| AXP American Express Co. | 0.09% | 646 | $215K | Reduce -38.2% |
| JNJ Johnson & Johnson | 0.09% | 1,153 | $214K | New |
| UNH Unitedhealth Group Inc. | 0.09% | 617 | $213K | New |
| BLK BlackRock Inc. | 0.09% | 179 | $209K | New |
| DRI Darden Restaurants Inc. | 0.09% | 1,072 | $204K | Reduce -1.2% |
| RUM Rum Group Inc. filed as RUMBLE INC | 0.07% | 20,373 | $148K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| QQQI Neos Nasdaq-100 High Inc. ETF | Reduce -0.7% | 11.93% | −0.40 |
| SPYI Neos S&P 500 High Income ETF | Reduce -1.2% | 9.33% | −0.39 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -0.9% | 8.10% | −0.24 |
| RDVI FT Vest Rising Dividend Achi | Reduce -1.0% | 7.15% | −0.23 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.4% | 5.27% | −0.14 |
| DRSK Aptus Defined Risk ETF | Reduce -2.9% | 1.36% | −0.13 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.13 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.11 |
| ACIO Aptus Collared Invest Opp | Reduce -4.5% | 1.44% | −0.10 |
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −0.10 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.09 |
| JUCY Aptus Enhanced Yield ETF | Reduce -5.2% | 0.68% | −0.09 |
| AXP American Express Co. | Reduce -38.2% | 0.09% | −0.06 |
| DEFR Aptus Deferred Income ETF | Reduce -5.1% | 0.48% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 0.54% | −0.04 |
| IDUB Aptus Intl Enhan YLD ETF | Reduce -4.1% | 0.70% | −0.04 |
| MSFT Microsoft Corp. | Reduce -2.0% | 0.66% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -12.9% | 0.13% | −0.03 |
| DFAI Dimensional International Co. | Reduce -4.1% | 0.49% | −0.03 |
| DUBS Aptus LRG Cap Enh YLD ETF | Reduce -4.6% | 0.78% | −0.03 |
| ADME Aptus Drwdwn MGD Eqty ETF | Reduce -4.4% | 0.51% | −0.03 |
| DRI Darden Restaurants Inc. | Reduce -1.2% | 0.09% | −0.02 |
| KO The Coca-Cola Co. | Reduce -1.7% | 0.13% | −0.02 |
| STXF Strive 500 ETF | Reduce -4.2% | 0.53% | −0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.3% | 0.96% | −0.02 |
| OSCV Opus Small Cap Value ETF | Reduce -3.9% | 0.31% | −0.02 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -0.6% | 0.38% | −0.02 |
| XLF SS Financial Select Sector | Reduce -0.4% | 0.33% | −0.01 |
| T AT&T Inc. | Reduce -0.8% | 0.13% | −0.01 |
| IYW iShares Ustechnology ETF | Reduce -6.1% | 1.28% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -0.5% | 0.24% | −0.01 |
| SO The Southern Co. | Reduce -0.3% | 0.16% | −0.01 |
| HD Home Depot Inc. | Reduce -5.0% | 0.17% | −0.00 |
| DUK Duke Energy Corp. | Reduce -0.9% | 0.10% | −0.00 |
| SDVY First Trust Smid Cap Rising | Reduce -1.3% | 0.15% | −0.00 |
| TJX TJX Companies Inc. | Reduce -8.0% | 0.14% | +0.00 |
| D Dominion Energy Inc. | Reduce -0.0% | 0.12% | +0.00 |
| XLC SS Comm Select Sector SPDR | Reduce -0.6% | 0.23% | +0.00 |
| LOW Lowe's Cos Inc. | Reduce -0.6% | 0.11% | +0.01 |
| CAT Caterpillar Inc. | Reduce -5.2% | 0.16% | +0.01 |
| POWL Powell Industries Inc. | Reduce -1.0% | 0.13% | +0.03 |
| ABBV Abbvie Inc. | Reduce -0.4% | 0.24% | +0.03 |
| LHX L3HARRIS Technologies Inc. | Reduce -0.2% | 0.40% | +0.05 |
| IWM iShares Russell 2000 ETF | Reduce -0.2% | 1.49% | +0.07 |
| AAPL Apple Inc. | Reduce -0.4% | 1.25% | +0.17 |
Portfolio Buys Q2 2025 → Q3 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +13.0% | 18.97% | +1.02 |
| NOW ServiceNow Inc. | New | 0.24% | +0.24 |
| STRL Sterling Infrastructure Inc. | New | 0.13% | +0.13 |
| APP AppLovin Corp. Class A | New | 0.12% | +0.12 |
| LLY Eli Lilly & Co. | New | 0.12% | +0.12 |
| DHI D.R. Horton Inc. | New | 0.11% | +0.11 |
| CLS Celestica Inc. | New | 0.11% | +0.11 |
| SLV iShares Silver Trust | New | 0.10% | +0.10 |
| TSLA Tesla Inc. | Add +11.4% | 0.30% | +0.10 |
| JNJ Johnson & Johnson | New | 0.09% | +0.09 |
| UNH Unitedhealth Group Inc. | New | 0.09% | +0.09 |
| BLK BlackRock Inc. | New | 0.09% | +0.09 |
| NVDA Nvidia Corp. | Add +1.3% | 0.85% | +0.09 |
| RSP Invesco S&P 500 Equal Weight | Add +15.0% | 0.76% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +25.2% | 0.21% | +0.08 |
| TLT iShares 20+ Year Treasury BD | Add +42.9% | 0.29% | +0.07 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +11.4% | 0.70% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.0% | 1.81% | +0.07 |
| AVGO Broadcom Inc. | Add +13.3% | 0.25% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +3.9% | 0.62% | +0.03 |
| PWR Quanta Services Inc. | Add +5.8% | 0.32% | +0.02 |
| MSI Motorola Solutions Inc. | Add +9.9% | 0.19% | +0.02 |
| FANG Diamondback Energy Inc. | Add +10.7% | 0.21% | +0.02 |
| CHE Chemed Corp. | Add +23.4% | 0.21% | +0.01 |
| PDP Invesco Dorsey Wright Moment | Add +0.7% | 0.39% | +0.01 |
| DAL Delta Air Lines Inc. | Add +0.0% | 0.10% | +0.01 |
| WMT Walmart Inc. | Add +2.6% | 0.52% | +0.01 |
| VZ Verizon Communications Inc. | Add +10.7% | 0.10% | +0.00 |
| NEE Nextera Energy Inc. | Add +0.4% | 0.22% | +0.00 |
| CPRT Copart Inc. | Add +18.0% | 0.23% | +0.00 |
| MCD McDonald's Corp. | Add +1.0% | 0.10% | −0.00 |
| UBER Uber Technologies Inc. | Add +0.1% | 0.13% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 0.14% | −0.00 |
| XOM Exxon Mobil Corp. | Add +0.6% | 0.35% | −0.01 |
| V Visa Inc. Class A | Add +8.6% | 0.32% | −0.01 |
| BR Broadridge Financial Solutio | Add +5.1% | 0.22% | −0.01 |
| PGR Progressive Corp. | Add +11.5% | 0.23% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Add +2.4% | 0.98% | −0.01 |
| ROP Roper Technologies Inc. | Add +9.9% | 0.20% | −0.02 |
| AMT American Tower Corp. | Add +8.1% | 0.22% | −0.03 |
| NFLX Netflix Inc. | Add +7.9% | 0.55% | −0.06 |
| OMAH Vistashares TRG 15 Berkshire | Add +0.2% | 7.35% | −0.51 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 109 | $243.9M | BIL, QQQI, SPYI, DIVO, RDVI |
| Q1 2026 | 96 | $222.1M | BIL, QQQI, SPYI, DIVO, RDVI |
| Q4 2025 | 102 | $225.2M | BIL, QQQI, SPYI, DIVO, RDVI |
| Q3 2025 | 96 | $227.0M | BIL, QQQI, SPYI, DIVO, OMAH |
| Q2 2025 | 90 | $212.2M | BIL, QQQI, SPYI, DIVO, OMAH |
| Q1 2025 | 82 | $201.7M | BIL, SPYI, DIVO, QQQI, JEPQ |
| Q4 2024 | 93 | $204.7M | SPYI, QQQI, JEPQ, RDVI, BIL |
| Q3 2024 | 93 | $188.7M | BIL, JEPQ, RDVI, SDVD, SCHD |
| Q2 2024 | 40 | $124.9M | BIL, JEPQ, RDVI, SDVD, BLK |
| Q1 2024 | 65 | $224.9M | BIL, SCHD, JEPQ, IEF, BLK |